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| Name: |
RGM CAPITAL LLC |
| City: |
NAPLES |
| State: |
FL |
| Zip: |
34103 |
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data |
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| Holdings
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8 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
TYL |
Tyler Technologies Inc |
4 |
- |
$472.90 |
$171,073,000 |
402,516 |
6.9% |
4,864,000 |
5,000 |
1 |
Information Technolog... |
|
|
DT |
Dynatrace, Inc. |
5 |
- |
$0.00 |
$168,288,000 |
3,623,775 |
6.79% |
-18,510,000 |
208,192 |
1.175 |
N/A |
|
|
CSGP |
CoStar Group Inc |
7 |
- |
$72.73 |
$154,374,000 |
1,598,078 |
6.23% |
15,194,000 |
5,452 |
0.393 |
Business Software & S... |
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PRO |
Pros Holdings Inc |
12 |
- |
$28.13 |
$102,174,000 |
2,812,376 |
4.12% |
-5,744,000 |
30,279 |
5.731 |
Application Software |
|
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PKI |
Perkinelmer Inc |
14 |
- |
$107.29 |
$93,541,000 |
890,864 |
3.77% |
13,313,000 |
156,918 |
0.796 |
Scientific & Technica... |
|
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VRNS |
Varonis Systems Inc |
15 |
- |
$43.33 |
$85,905,000 |
1,821,172 |
3.46% |
5,480,000 |
45,000 |
1.716 |
N/A |
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SMAR |
Smartsheet Inc |
17 |
- |
$41.24 |
$79,577,000 |
2,066,946 |
3.21% |
-3,334,000 |
333,142 |
1.517 |
N/A |
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ENV |
Envestnet, Inc. |
18 |
- |
$61.77 |
$77,805,000 |
1,343,546 |
3.14% |
19,842,000 |
173,046 |
2.141 |
Information Technolog... |
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